At the end of last month Mediha from our client services team presented a webinar to help guide you through Commusoft’s reporting feature. If you didn’t sign up for it and haven’t had a chance to catch it since, you can watch it by clicking here.

During the webinar, she covered the optimum configurations for each of your main reports and some of the custom reports that you’ll find the most helpful. To recap that information and to provide a reference, we’ll be sharing those configurations here.

Recommended report columns

Editing your report columns is easy. Click the edit icon on the left of your column headers to open the editing panel and simply drag and drop to reorder them. Click the boxes to add or remove the columns from your report.

Here’s an example from the job report:

Below is the suggested order for each report’s columns with a shot of how they should look in the end.

Customers

Name

Account No

Telephone

Address Line 1

Town

Postcode

Email

Date Created

Service reminders

Service Type

Service Due On

Communication Type

Communications Sent

Customer Name

Property Name

Property Address Line 1

Property Address Line 2

Property Postcode

Booked into Diary

Estimates

Estimate Number

Contact Name

Estimate Description

Estimate Status

Estimate Address Line 1

Estimate Date

Contact Email

Estimate Total

Jobs

Job Date

Job Number

Customer Name

Job Description

Job Address Line 1

Number of Diary Events

Is Job Complete

Is a Recall

Number of Invoices Raised

Last Diary Event

Last Engineer Mobile Status

Next Diary Event

Sales

Invoice or Credit Date

Invoice No or Credit No

Invoice Address Name

Job Address Line 1

Description

Net

VAT

Total

Amount paid or allocated

Balance

Profit

Job date

Customer Name

Job description

Job number

Final invoice raised

Job Address Line 1

Job Address Line 2

Quoted amount

Total labour costs

Total travel costs

Total cost of parts

Total cost

Total revenue

Total profit

Time sheets

Date

Scheduled time

Work address line 1

Job Quotation number

Engineer diary description

Travel time

Arrive time

Leave time

Total travel time

Total time on site

Final Status

Office Task

Customer account number

Type

Job or Estimate no

Job or Estimate description

Task

Task created on

Done

Debtors

Invoice Address Name

Invoice Address Address Line 1

Invoice Address Credit Days

Current

1 to 30 Days

31 to 60 Days

61 to 90 Days

More than 90 Days

Total Monies Owed

Recommended custom reports

Custom reports can help you drill down into your data and show you the information that’s most important to your business.

Estimates

Ongoing estimates

Here’s a quick tutorial for creating a custom report that shows all your estimates that have yet to be sent to a customer:

To create the custom report, you need to navigate to your Estimates report, filter it so that only estimates that have an “Ongoing” status are shown, and save it. It will then appear under Estimates’ Custom Reports section in the report menu.

Jobs

Outstanding jobs

This custom report will show you all jobs that have yet to be invoiced, free of charged, aborted or marked as complete. You should filter it by setting the status as “Open jobs” and saving the report.

Outstanding jobs without diary events

This report is as above, with the additional filter of having no associated diary events.

To create it:

Status = Open jobs

Diary = Job without diary events

Outstanding jobs without future diary events

The difference here is that there may well have been diary events associated with the job in the past, but there are none scheduled in the future.

To create it:

Status = Open jobs

Diary = Job without future diary events

Sales

Outstanding invoices

These are all your invoices that have not yet had a payment added against them.

To create it:

Type = Invoices

Check box labelled “Not Paid” is ticked.

Unallocated credit notes

This is a report showing all your credit notes that have yet to be allocated in their entirety.

These are invoices that you haven’t printed or emailed through Commusoft.

To create it:

Type = Invoices

Check box labelled “Not Emailed/Printed” is ticked.

We highly recommend that you take some time to view our feature webinars, especially if it’s been awhile since your training. With new updates coming out every week, it’s easy to miss the little changes that can make a big difference to your productivity when using Commusoft.

We host at least one webinar per month and will send you an email invite about a week before they’re due. You’ll also see us promoting them on social media and through the blog, so keep an eye out for the next one!